Difference between revisions of "Manage Representatives"

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(What Can Be Done in the Reps Tab?)
(What Can Be Done in the Reps Tab?)
 
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*[[Modify Group Participation]]
 
*[[Modify Group Participation]]
 
*[[Impersonate a Representative in the Member Information Center]]
 
*[[Impersonate a Representative in the Member Information Center]]
*[[Member Management-Assign login permissions to a rep]]
+
*[[Member Management-Assign login permissions to a rep|Assign login permissions to a rep]]

Latest revision as of 10:26, 21 December 2015

Representatives (or Reps) are individuals such as employees or owners at a member business. In some situations, the rep might simply be a contact person for the member.

When a representative is created on a member’s record, communication can be directed to a particular individual at the member’s location.

Most tasks associated with the member representatives are handled on the Reps tab in the Members module. Find the desired member and click the Reps tab.

Reps tab example.jpg

What Can Be Done in the Reps Tab?